01/06/2026
Finance Recap | May 📈
Another strong month in the books!
May brought plenty of uncertainty. An increase in the cash rate, major changes to negative gearing and the capital gains tax discount, and plenty of conversations with clients trying to navigate what it all means for their future.
Despite the noise, people are still taking action.
This month I helped:
• 11 First Home Buyers enter the market 🏡
• 4 families upgrade into their next home 🔑
• 8 clients refinance and unlock equity 📈
• 4 investors expand their portfolio 📊
I’ve seen a significant increase in enquiries from families looking to upsize their home, parents purchasing alongside their children to help them enter the market, and investors exploring property through their SMSF. If you want to discuss your options, I’d love to assist!
Now onto June, the final stretch of the financial year 🚀